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Microsoft Dynamics CRM (Archived)

Telephone integration

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Posted on by 2,140

Hi, 

I wonder if it is possible to connect the clients with a softphone VOIP to track and click and call , phones from crm ?

Did anyone done that ? 

Thank you.

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  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    Yes - it is. As long as you have a TAPI 2.x compatible API you can use www.powerobjects.com/.../powerphone

  • ChrisMavroudis Profile Picture
    2,140 on at

    So i can install a TAPI to the client computer , and integrate it with any softphone or i have to install a solution such as powerphone in order to integrate it with CRM ?

    Thank you

  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    You'll nee a solution such as powerphone in addition to the TAPI client.

  • ChrisMavroudis Profile Picture
    2,140 on at

    OK , thank you very much

  • Community Member Profile Picture
    on at

    Hi Chris,

    Tenfold offers seamless integration for MS Dynamics to most phone systems available. With Tenfold you get features such as click to call, call pop up notification, advanced analytics and more. You can sign up for a free trial and setting this up is very easy. Below is a list of integrations they have with MS Dynamics.

    www.tenfold.com/.../dynamics

  • Community Member Profile Picture
    on at

    Hi Chris

    Tenfold is a CTI solution that acts as a bridge between your phone system and Salesforce. It supports over 150 different CRMs and VOIP and offers features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. You can check their list of integrations on the link below.

    www.tenfold.com/.../voiplogic

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